Ameriprise Financial, Inc

Paraplanner / Associate Financial Advisor

Ameriprise Financial, Inc$85K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Business, or a related field preferred
  • 2-5 years of experience in financial services or wealth management
  • Experience with trading, transactions, and account documentation
  • Strong organizational, analytical, and communication skills
  • Series 7 and 63/66 licenses (or ability to obtain)
  • California Insurance License (or ability to obtain)

Responsibilities

  • Prepare materials and recommendations for client meetings
  • Assist with client onboarding and ongoing service needs
  • Support advisors in delivering a consistent client experience
  • Execute trades in accordance with firm policies and client objectives
  • Process contributions, distributions, transfers, and rollovers
  • Monitor transactions and resolve discrepancies
  • Conduct research to support portfolio strategies and model updates

Benefits

  • Health and vision benefits
  • 401k with employer match
  • Professional development support
  • PTO
Full Job Description
This position is with an Ameriprise Financial Franchise owner.

Job Description

ArcBridge Financial Group, an Ameriprise Financial franchise, is seeking a detail-oriented and motivated Paraplanner / Associate Financial Advisor (AFA) to support our growing wealth management practice.
This role is responsible for executing financial planning strategies, managing investment operations, and supporting advisor-led client relationships to help deliver strong client outcomes.

Key Responsibilities

Client & Advisory Support
  • Prepare materials and recommendations for client meetings
  • Assist with client onboarding and ongoing service needs
  • Support advisors in delivering a consistent client experience


Trading & Transactions
  • Execute trades in accordance with firm policies and client objectives
  • Process contributions, distributions, transfers, and rollovers
  • Monitor transactions and resolve discrepancies


Financial Planning & Analysis
  • Assist in the development and maintenance of financial plans
  • Reach out to clients to request updated financial documents in preparation of the planning meeting.
  • Support tracking of required distributions and key planning deadlines


Investment Research & Portfolio Support
  • Conduct research to support portfolio strategies and model updates
  • Analyze performance, risk, and allocation changes
  • Assist in evaluating investment solutions


Operations & Compliance
  • Prepare and process submission of required forms for money movement requests, distributions or transfers when required.
  • Maintain accurate and organized client records
  • Ensure adherence to Ameriprise policies and regulatory requirements


Qualifications Required:
  • Bachelor's degree (Finance, Business, or related preferred)
  • 2-5 years of experience in financial services or wealth management
  • Experience with trading, transactions, and account documentation
  • Strong organizational, analytical, and communication skills
  • Series 7 and 63/66 licenses (or ability to obtain)
  • California Insurance License (or ability to obtain)


Preferred:
  • Experience as a Paraplanner or Planning Associate
  • Familiarity with financial planning software and CRM systems
  • CFP4 coursework or progress toward designation


Compensation & Benefits
  • Salary: $85,000 - $100,000 (based on experience)
  • Health and vision benefits
  • 401k with employer match
  • Professional development support
  • PTO


Base Pay Salary

The salary will be $75,000-$90,000/ year

Full-Time/Part-Time

Full time

About Ameriprise Financial, Inc

Ameriprise Financial, Inc Careers

Joining Ameriprise Financial, Inc presents an unparalleled opportunity to advance your career with a leader in financial services. Our team of professionals is dedicated to fostering an environment of growth, innovation, and leadership. Work You’ll Do At Ameriprise Financial, Inc, you will be part of a culture that thrives on diversity, professional excellence, and ethical standards. Our employees are empowered to master their roles and contribute to the company’s success through continuous personal and professional development. Transform Your Career Lead your career on a path of continuous growth with Ameriprise Financial, Inc. Our company stands at the forefront of the financial industry, integrating cutting-edge technology and substantial market expertise to deliver exceptional service to our clients. Work with a team of skilled professionals who are committed to a culture of innovation and exceptional leadership. Collaborate on projects that reshape financial planning and improve client outcomes. Ameriprise Financial, Inc Job Opportunities We are actively hiring and have a variety of job opportunities that cater to different skills and career levels. From entry-level positions to leadership roles, Ameriprise Financial, Inc offers a dynamic work environment where your skills will be honed and your achievements recognized. Join our team and contribute to our mission of helping clients achieve their financial goals. Explore positions in areas such as financial advising, customer service, IT, and more. Internship Programs Kickstart your career with an Ameriprise Financial, Inc internship. Our internships provide invaluable workplace experience, networking opportunities, and insights into the financial services industry. Interns at Ameriprise Financial, Inc are crucial team members, working alongside seasoned professionals and contributing to real-world projects. Benefits and Growth Ameriprise Financial, Inc is committed to the growth and development of our employees. We offer competitive benefits, diversity training, and professional development programs that encourage our team to stay ahead in the industry. Our benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Leadership and Development Develop your leadership skills through targeted training and mentorship at Ameriprise Financial, Inc. We believe in nurturing leadership potential and offer various programs designed to help you grow into a visionary leader within the company. Stay Connected Join Our Team Search for open positions that match your skills and interests. We are looking for passionate, curious, and driven team players. Start your journey with Ameriprise Financial, Inc today and build a career that you can be proud of. SEARCH AMERIPRISE FINANCIAL JOBS Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Ameriprise Financial, Inc.
Learn more about Ameriprise Financial, Inc
Size
12,000 employees
Market Cap
$32.7 billion
Industry
Net Income
$1.5 billion
Founded
1894
5 Year Trend
+2.6%
Revenue
$11.9 billion
NASDAQ

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